Andrew Dean is a Director of Client Insurance Services at Schechter where he helps advise clients on their investment and insurance needs. Andrew works with our advisors on overall strategy; tailoring unique creative solutions for our clients so they can achieve their lifelong financial goals. He also serves as day-to-day contact and helps manage a client’s overall wealth portfolio on an ongoing basis.
Andrew joined Schechter from Mercer in 2018 after five years of consulting experience for institutional clients in Southfield, MI, and Chicago, IL. While at Mercer, he worked with a multitude of global and Fortune 500 companies to implement best-in-class investment plans and employee benefit programs. He recently moved back to Michigan from Chicago to leverage his extensive knowledge of our clients here at Schechter.
Andrew is a graduate of Oakland University with a BA in Mathematics and currently lives in Bloomfield Hills, MI. He is a CAIA Charterholder and has passed the CFA Exam Level II. In his free time, he enjoys being active and playing sports – particularly golf, soccer, and basketball.